ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 279 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.27 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,875 | +18.4% | 122,616 | +21.6% | 0.74% | +79.3% |
| Q2 2023 | $7,493 | +17.1% | 100,801 | +13.6% | 0.41% | +47.8% |
| Q1 2023 | $6,399 | 0.0% | 88,752 | 0.0% | 0.28% | 0.0% |
| Q4 2022 | $6,399 | -99.9% | 88,752 | +1.1% | 0.28% | +6.9% |
| Q3 2022 | $5,804,000 | +2018.2% | 87,811 | +2146.4% | 0.26% | +2500.0% |
| Q2 2022 | $274,000 | +17.1% | 3,909 | +29.5% | 0.01% | +25.0% |
| Q1 2022 | $234,000 | -50.1% | 3,019 | -56.3% | 0.01% | -57.9% |
| Q4 2020 | $469,000 | -82.2% | 6,907 | -83.8% | 0.02% | -81.6% |
| Q2 2019 | $2,634,000 | -9.7% | 42,674 | -14.0% | 0.10% | -12.7% |
| Q1 2019 | $2,918,000 | -21.9% | 49,623 | -24.3% | 0.12% | -15.1% |
| Q3 2018 | $3,737,000 | +452.0% | 65,513 | +414.4% | 0.14% | +479.2% |
| Q2 2018 | $677,000 | -32.8% | 12,735 | -34.4% | 0.02% | -20.0% |
| Q1 2018 | $1,007,000 | -44.7% | 19,399 | -43.8% | 0.03% | -40.0% |
| Q4 2017 | $1,821,000 | -12.4% | 34,510 | -16.4% | 0.05% | -12.3% |
| Q3 2017 | $2,078,000 | -25.3% | 41,286 | -27.3% | 0.06% | -30.5% |
| Q2 2017 | $2,780,000 | +13.2% | 56,818 | +10.5% | 0.08% | +9.3% |
| Q1 2017 | $2,455,000 | -16.9% | 51,436 | -21.3% | 0.08% | -11.8% |
| Q4 2016 | $2,956,000 | -96.3% | 65,370 | -96.3% | 0.08% | -97.5% |
| Q3 2016 | $80,900,000 | +5.4% | 1,780,755 | +7.2% | 3.36% | -3.1% |
| Q2 2016 | $76,786,000 | +4.3% | 1,661,664 | -0.8% | 3.47% | +3.3% |
| Q1 2016 | $73,618,000 | – | 1,675,802 | – | 3.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |